Other Parties

Indentor

The PrismERP Indentor feature provides an organized way to manage all indentors efficiently. It allows users to add new indentors, maintain detailed personal and financial information, and track opening balances and credit limits. With clear fields for contact details, identification, and additional notes, PrismERP ensures accurate record-keeping. This feature streamlines indentor management and keeps all information easily accessible for smooth business operations.

1. Add New Indentor

Field	Description
Name	Enter the indentor’s full name.
Print As	Specify how the indentor name will appear in print documents.
Opening Balance	Enter the indentor’s opening balance.
National ID	Enter the indentor’s national ID number.
Code	Enter or review the indentor code (auto or manual).
Credit Limit	Enter the credit limit assigned to the indentor.
DOB	Enter the date of birth of the indentor.
Passport No.	Enter the indentor’s passport number (if applicable).
Website	Enter the indentor’s website URL (if any).
Email	Enter the indentor’s primary email address.
Phone	Enter the indentor’s phone number.
Alt. Phone	Enter an alternative phone number.
Fax	Enter the indentor’s fax number.
Alt. Email	Enter an alternative email address.
Description	Add any additional notes about the indentor.

2. Indentor List

2.1 Indentor Search & Details View

Field	Description
Name	Search indentors by full or partial name.
Details	View all basic and extended information about the indentor.
Voucher	Access all vouchers related to the indentor.
Ledger	View ledger and balance details for the indentor.
Attachments	Upload or view documents related to the indentor.

2.2 Indentor Party Ledger

Field	Description
Date Range (From – To)	Filter ledger data by a specific date range.
Project	Filter ledger entries based on project selection.
Account	Narrow down entries by account type or specific account.
Category	Filter ledger records by category.
Report	Preview and download the ledger report in multiple formats.

2.3 Indentor Opening Balance

Field	Description
Opening Balance	Update the indentor’s opening balance amount.
Balance Entry Date	Enter the date when the opening balance is recorded.

Freight Forwarder

PrismERP Freight Forwarder feature makes managing freight forwarders simple and organized. It allows businesses to add new freight forwarders, keep all personal and financial details up to date, and monitor opening balances and credit limits. With quick access to vouchers, ledgers, attachments, and party ledger reports, users can easily track all freight forwarder activities. This feature ensures that all records are well-organized and always accessible when needed.

1.Add New Freight Forwarder

Field	Description
Name	Enter the freight forwarder’s full name.
Print As	Specify how the name will appear in print documents.
Opening Balance	Enter the freight forwarder’s opening balance.
National ID	Enter the national ID number.
Code	Enter or review the freight forwarder code (auto or manual).
Credit Limit	Enter the assigned credit limit.
DOB	Enter the date of birth.
Passport No.	Enter the passport number (if applicable).
Website	Enter the website URL (if any).
Email	Enter the primary email address.
Phone	Enter the phone number.
Alt. Phone	Enter an alternative phone number.
Fax	Enter the fax number.
Alt. Email	Enter an alternative email address.
Description	Add any additional notes about the freight forwarder.

2. Freight Forwarder List

2.1 Freight Forwarder Search & Details View

Field	Description
Name	Search freight forwarders by full or partial name.
Details	View and edit all basic and extended information about the freight forwarder.
Voucher	View all vouchers linked to the freight forwarder.
Ledger	View ledger summaries and balance details.
Attachments	Upload or view documents related to the freight forwarder.

2.2 Freight Forwarder Party Ledger

Field	Description
Date Range (From – To)	Filter ledger entries within a specific date range.
Project	Narrow ledger data by project selection.
Account	Filter by account type or specific account.
Category	Refine ledger records by category.
Report	Preview and download the ledger report in multiple formats.

2.3 Freight Forwarder Opening Balance

Field	Description
Opening Balance	Update the freight forwarder’s opening balance.
Balance Entry Date	Enter or modify the date the opening balance applies.

Ad. Agent

The PrismERP Ad. Agent feature makes managing advertising agents simple and organized. It helps businesses add new agents, keep track of personal and financial details, and manage opening balances and credit limits with ease. With quick access to vouchers, ledgers, attachments, and party ledger reports, users can monitor agent activities efficiently. This feature keeps all agent information well-organized and easy to access whenever needed.

1. New Ad. Agent

Field	Description
Name	Enter the ad. agent’s full name.
Print As	Specify how the agent name will appear in print documents.
Opening Balance	Enter the agent’s opening balance.
National ID	Enter the agent’s national ID number.
Code	Enter or review the agent code (auto or manual).
Credit Limit	Enter the credit limit assigned to the agent.
DOB	Enter the date of birth.
Passport No.	Enter the agent’s passport number (if applicable).
Website	Enter the agent’s website URL (if any).
Email	Enter the agent’s primary email address.
Phone	Enter the agent’s phone number.
Alt. Phone	Enter an alternative phone number.
Fax	Enter the agent’s fax number.
Alt. Email	Enter an alternative email address.
Description	Add any additional notes about the agent.

2. Ad Agent List

2.1 Ad Agent Search & Details View

Field	Description
Name	Search ad. agents by full or partial name.
Details	View & edit all basic and extended information about the agent.
Voucher	Access all vouchers related to the agent.
Ledger	View ledger summaries and balance details.
Attachments	Upload or view documents related to the agent.

2.2 Ad. Agent Party Ledger

Field	Description
Date Range (From – To)	Filter ledger entries within a specific date range.
Project	Narrow ledger data by project selection.
Account	Filter by account type or specific account.
Category	Refine ledger records by category.
Report	Users can preview and download the ledger report in multiple formats.

2.3 Ad agent opening balance

Field	Description
Opening Balance	Update the advertising agent’s opening balance.
Balance Entry Date	Enter or modify the date the opening balance applies.